Donna Burks, CEO / Founder & Social Security Professional
Donna Burks
CEO / Founder, DB2 Financial Services
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Professional Profile
Donna Burks, CEO and Founder of DB2 Financial Services, is a distinguished financial advisor based in Aiken and CSRA, South Carolina. With a steadfast commitment to strategy and service, Donna harnesses decades of experience as a retired Army Reserve member and federal employee, bringing a wealth of knowledge to her clients. Since 2008, she has been dedicated to empowering individuals and families to build secure financial futures, combining her practical expertise with an innovative approach.
Donna Burks has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
Donna is not only a respected financial educator but also a pillar of the community. She actively serves as the Finance Officer and Judge Advocate of American Legion Post 26, showcasing her dedication to service. Additionally, her role as co-chair of the Young Lives Capernaum Committee underscores her commitment to supporting youth and friends with disabilities. Donna and her husband David, co-CEO of DB2 Financial Services, enjoy a blended family of six adult children and four granddaughters, making her insights on family finance both personal and relatable.
If you're seeking a knowledgeable and reliable expert in social security and financial planning, look no further than Donna Burks. Her unique blend of military discipline, extensive financial experience, and community involvement positions her as a trusted advisor in the CSRA region, ready to guide you toward a secure financial future.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.